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Customer experience | Sales, Customer Insights,...
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How to modify where Dynamics 365 outlook integration "Add to Dynamics 365" button adds Unknow Recipient

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Hi, I have installed and configured the Dynamics 365 integration with Outlook. However, I encountered a problem where I need to change this button.

I need this button to open a different Quick Create form, not for leads. How can I do it?

I have the same question (0)
  • Haig Liu Profile Picture
    Microsoft Employee on at

    Hi asfasffas,

    I don't know how to make changes to the buttons in outlook, if in power apps we can use ribbon workbench to make changes.

    In the application designer we can add the form we want to use in outlook, just enable the activity for the entity.

    pastedimage1686304967684v2.png

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